Add IBAN, RIB, Bank Information on quotes
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Jordhan
Currently inFast displays bank information when payment is required, i.e. only on invoices.
If you put deposits on your quotes, your customers will automatically have installment invoices with the banking information needed to pay the deposit.
M
Mathieu GOBERT
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Alexandre Léglise
An IBAN can be used to initiate a payment through a SEPA mandate. Also, we believe that you should not distribute an IBAN to third parties without the certainty of receiving a payment. Moreover, banks generally require strong authentication to issue an IBAN from online customer areas.
As a quote can be refused, inFast does not allow you to give your IBAN to your prospects until the quote is accepted.
Right after the acceptance of a quotation, the customer can see the deposit invoice with the IBAN.
M
Mathieu GOBERT
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